Financial Advisor, Series 7/65/66

🕒 Outubro 1, 2025

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San Blas Securities

SiteLinkedInTodas as Vagas

11 - 50 funcionários

💸 Finanças

💳 Fintech

Investment Banking • Finance • Fintech

San Blas Securities é um banco de investimentos de serviço completo e uma rede de consultores independentes que ajuda consultores e investidores institucionais a descobrir mais oportunidades e alcançar seus objetivos financeiros. Ao fornecer serviço personalizado, recursos valiosos e insights de investimento únicos, a San Blas Securities entrega uma vantagem competitiva aos seus clientes.

Descrição

• Serve as a Financial Advisor for San Blas Securities • Leverage and grow existing institutional client relationships • Provide investment advice and manage client assets • Utilize BD, RIA, and insurance platforms and custody/clearing services • Work remotely from home or own office and operate independently • Participate in onboarding and transition processes (including forgivable loans/incentives) • Collaborate with senior management and in-house CIO as needed

🎯 Requisitos

• 5+ years of proven success • Series 7 and Series 63 licenses required • Series 65 or 66 indicated as alternatives • Portable existing client relationships required • Self-starter with a strong work ethic and ability to work independently

🏖️ Benefícios

• Highly Competitive Payouts (80% to 90%+ for independents) & Incentives • Onboarding Incentives including upfront forgivable transition loans • Fees such as E&O, Technology and Tickets below industry norm • Custody & Clearing with RBC & Schwab • BD, RIA, and Insurance Platforms • Consideration of W2 or 1099 affiliations • Opportunity to leverage an existing network of institutional clients